Compare · 2 funds side by side · dividends reinvested

IWM and SVAL

IWMiShares×SVALiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,861SVAL · best of the two

02 / 04

IWM and SVAL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.15%+28.3%+34.2%+22.4%+9.7%−9.0%14.9%$163M1.1

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$75.8B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: IWM 2000 · SVAL 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares US Small Cap Value Factor ETF · $163M$15,861

SVAL

IWM

iShares Russell 2000 ETF · $75.8B$13,509

$10,000 five years ago, dividends reinvested · they hold 14.4% in common

SVALMeasureIWM

+28.3%Year to dateJan 1 → Nov 4+16.2%

+34.2%1 yearTotal return+16.9%

+22.4%3 years · per year$10,000 became $18,358 · $18,002+21.6%

+9.7%5 years · per year$10,000 became $15,861 · $13,509+6.2%

0.20%Expense ratio$20 · $19 a year on $10k · lower is better0.19%

2.15%Trailing 12-mo yield$215 · $96 a year on $10k0.96%

−9.0%Worst dropSmaller is better−11.1%

14.9%VolatilityLower is calmer18.2%

SVALIWM Winner of the row, in its colourEach row: the bigger of the two fills its side

7–1SVAL wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SVAL vs IWM: Top 5 Holdings

Today

SVAL

4.2%in top 5

IWM

in top 51.9%

SVALStockIWM

0.9%NSITnot top 5

0.9%AMNnot top 5

0.8%CBRLnot top 5

0.8%OSPNnot top 5

0.8%FIVNnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5MOG-A0.3%

not top 5UMBF0.3%

not top 5VSAT0.3%

Held in common14.4%

End-of-day Nov 4, 2026 · share of each fund

SVAL vs IWM Returns, Every Period

iSharesSVAL

+9.7%

5 years, per year

IWMiShares

+6.2%

5 years, per year

SVALIWMFaded: behind in that period

4–0SVAL wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SVAL vs IWM

YTD

iSharesSVAL

+28.3%

IWMiShares

+16.2%

+28.3%Year to date+16.2%

−9.0%Worst drop · 1Y−11.1%

14.9%Volatility · 1Y18.2%

2.1%Yield1.0%

$163MAssets$75.8B

4–0SVAL wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWM, SVAL

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

SVAL0.20%$20

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IWM, SVAL

2.15%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.15%$215

IWM0.96%$96

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$195most kept, SVAL

SVAL$215 − $20 = $195

IWM$96 − $19 = $77

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IWM, SVAL

Today

14.4%most shared, IWM and SVAL

IWMSVAL

IWM—14.4%

SVAL14.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+34.2%SVAL, at 14.9% volatility

SVALWorst drop−9.0%14.9% vol

IWMWorst drop−11.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SVALIWM

+28.3%Year to date+16.2%

2.1%Yield1.0%

+34.2%Past year+16.9%

0.20%Fee0.19%

3–1SVAL wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026